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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter and 5i Team,
Could I have your assessment on the impact, if any, of the carbon tax on High Arctic Energy?
What would your thoughts be towards HWO, moving forward in general, for a 3 -5 year hold?
Can you suggest any other stocks /companies that would have an edge over their competition in light of the impending carbon tax?
Thank you kindly,
Rick
Read Answer Asked by Rick on October 11, 2016
Q: What do you think about taking a 5% position in Bird at this time. Although its share price is down, it has consistently paid an attractive dividend since 2011 (0.66/year), rising to 0.76/year in 2014 where it has remained. Its second quarter results were disappointing due to Alberta wildfires, but isn't this a good entry point as Fort McMurray reconstruction ramps up?
Read Answer Asked by Jean on October 11, 2016
Q: I have about 10% cash right now. Normally I prefer to be fully invested because I like the steady dividends. My investing style is somewhere between your income portfolio & balanced portfolio and the portfolio is reasonable balanced. I don't need to take anything from my investments now but I will in a couple of years.

It "feels" like sitting on a bit of cash makes sense right now in the short term and maybe take advantage of tax loss season or other buying opportunities (seems like a lot of those recently).

Your thoughts?
Read Answer Asked by Gordon on October 11, 2016
Q: Reko just announced year end results and had an excellent year.
The company has recorded its 20th consecutive profitable quarter and has paid down debt to a much more manageable level.
The Reko family controls approx. 2/3 of the company.
With a hard book value at 6.51 how would you assess an investment in Reko given their successful transformation to factory automation.
Read Answer Asked by Charles on October 11, 2016
Q: Looking back at previous questions about TOY, it's mentioned that it is attractive at 21x or 19x P/E ratio. My TD Waterhouse web broker research platform states that it's currently operating at a 46.7x P/E ratio.

a) 46.7x would be bad, right? And cannot be true?
b) What's the current P/E ratio and how can I reliably find it independently?

Thanks
Read Answer Asked by Ryan on October 11, 2016
Q: I have not yet exchanged my Intertain shares but if so I would take the exchangeable shares as you have recommended. However I am considering the following option: sell my Intertain shares on the open market this week and buy the Exchangeable shares (probably) when they become available. Could you please comment on this strategy the advantages and disadvantages. Thanks.
Read Answer Asked by Rob on October 11, 2016
Q: Hello & Happy Thanksgiving to all.

I’m considering lending my 18-year old daughter some money at 3% so that she can invest in securities that yield 6-7% (preferreds, etc). The favourable dividend tax credit, and other tax credits (personal exemption, tuition etc) should keep her tax bill close to zero.
Would you suggest an etf, like CPD, or would you pick a basket of individual names like ENB, BCE, NPI prefs?
At this stage in the cycle, would you go Rate Rest or Perpetual?

Any website you can suggest that rates the various preferreds? The TD monthly Preferred Report is the only one I know of.

Thank you
Read Answer Asked by Carlo on October 11, 2016
Q: Hello Peter and Staff
Please dock whatever questions you feel are appropriate. I believe HCG is only residential mortgages which caused you to drop it from the portfolio due to recent rules introduced. I also believe First National is in the same boat,ie beaten up because of its residential nature lending to home owners. I guess the CEO was on BNN and said the banks may take 20% of their business. FC and AI and TMC have not suffered the same fate so far. Are they not affected?
Also ,if you were to buy TMC for yield to replace FN, do you buy TMC or TF?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on October 11, 2016
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